CLEARLOGIC FINANCIAL, INC.
Adviser information for CLEARLOGIC FINANCIAL, INC. last updated from Form ADV on February 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 811 | $383.5M |
| Non-Discretionary | 119 | $41.7M |
| Total | 930 | $425.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 62 | $63.3M |
| HNW Individuals | 122 | $361.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 9 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-63619 |
|---|---|
| SEC ERA File Number | 801-63619 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 133114 |
| Legal Entity Identifier | None |
Principal Office
11107 SUNSET HILLS ROADSUITE 220
RESTON
VA
United States
Monday - Friday, 9:00A.M.-5:00P.M.
Tel: 703-476-3521, Fax: 703-991-9191
Chief Compliance Officer
STEPHANIE MURPHY
FINANCIAL PLANNER & DIRECTOR OF OPERATIONS
11107 SUNSET HILLS ROAD
SUITE 220
RESTON
VA
United States
Tel:
703-476-3521
Fax:
703-991-9191
S********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ATHERTON, SAMUEL, MARK | Individual | – | PRESIDENT | 10/2004 | > 75% |
| MURPHY, STEPHANIE, SCREEN | Individual | – | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |